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Configure Account Layout in Salesforce

This article escribes how to customize the account page layout in order to use the Zuora 360 data in Salesforce.

To configure the account layout in Salesforce for Zuora 360:

  1. Navigate to user name > Setup > App Setup > Customize > Accounts > Page Layouts.  
  2. On the Account Page Layout page, click Edit for Account Layout page.
    Account_Page_Layout.png
  3. In left menu bar of the Account Layout Section at the top, click Related Lists
    Related_List.png
  4. Drag and drop the following related list objects into the area on the Account Layout where you want to include them. This adds the related lists to the account page layout in Salesforce.
    • Billing Accounts
    • Subscriptions
    • Subscription Product & Charges
    • Invoices
  5. Configure the Billing Account layout.
  6. Configure the Subscriptions layout.
  7. Configure the Invoices layout.
  8. Click Save.

Configure Billing Accounts Layout

To configure the Billing Accounts layout:

  1. In the Billing Accounts area, click the wrench icon to open the Related List Properties Dialog.
    Billing_Account_Page_Layout.png
  2. Select the following fields in the Available Fields list, then click the right (Add) arrow to add them to the Selected Fields list. This adds the fields to the Billing Accounts layout.
    Related_List_Property.png
    • Bill to Account Balance
    • Last Invoiced
    • AutoPay
    • Status
    • Payment Term
    • Credit Card Expiration
    • Credit Card Number
    • Credit Card Type
  3. On the Buttons heading, click the + sign.
  4. Uncheck New.
  5. Click OK to save your changes. 

Configure Subscriptions Layout

To configure the Subscriptions layout:

  1. In the Subscriptions area of the Account Layout screen, click the wrench icon to open the Related List Properties Dialog.
  2. Select the following fields in the Available Fields list, then click the right (Add) arrow to add them to the Selected Fields list. This adds the fields to the Subscriptions layout.
    • Subscription Name
    • TCV
    • Initial Term
    • Renewal Term
    • Next Renewal Date
    • Status
  3. In the Buttons heading, click the + sign, on the right side of the heading.
  4. Uncheck New.
  5. Click OK to save your changes. 
  6. In the Subscription Product & Charges area of the Account Layout screen, click the wrench icon to open the Related List Properties Dialog.
  7. Select the following fields in the Available Fields list, then click the right (Add) arrow to add them to the Selected Fields list. This adds the fields to the Subscription Product & Charges layout.
    • Subscription Charge Name
    • Product Name
    • Quantity
    • UOM
    • Price
    • Type
    • Period
  8. In the Buttons heading, click the + sign, on the right side of the heading.
  9. Uncheck New.
  10. Click OK to save your changes. 

Configure Invoices Layout

To configure the Invoices layout:

  1. In the Invoices area of the Account Layout screen, click the wrench icon to open the Related List Properties Dialog.
  2. Select the following fields in the Available Fields list, then click the right (Add) arrow to add them to the Selected Fields list. This adds the fields to the Invoices layout.
    • Invoice Number
    • Invoice ID
    • Total Amount
    • Balance
    • Invoice Date
    • Due Date
    • Age Bucket
    • Payment Term
    • Status
  3. In the Buttons heading, click the + sign, on the right side of the heading.
  4. Uncheck New.
  5. Click OK to save your changes. 

 

Last modified
20:42, 7 Aug 2016

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